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Broadridge

917 hedge funds and large institutions have $20.8B invested in Broadridge in 2024 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 374 increasing their positions, 322 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
-15
Holders Change %
-1.61%
% of All Funds
13.34%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
73
Increased
374
Reduced
322
Closed
74
Calls
$12.7M
Puts
$10.8M
Net Calls
+$1.87M
Net Calls Change
+$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
151
Victory Capital Management
Texas
$9.43M -$157K -798 -2%
CB
152
Commerce Bank
Missouri
$9.3M -$125K -632 -1%
AC
153
Addenda Capital
Quebec, Canada
$9.16M +$1.31M +6,625 +17%
Korea Investment Corp
154
Korea Investment Corp
South Korea
$9.16M -$1.82M -9,227 -17%
Comerica Bank
155
Comerica Bank
Texas
$9.13M +$110K +556 +1%
MSV
156
MN Services Vermogensbeheer
Netherlands
$9.11M -$276K -1,400 -3%
Corient Private Wealth
157
Corient Private Wealth
Florida
$9.05M +$491K +2,491 +6%
MFAM
158
Motley Fool Asset Management
Virginia
$9.03M -$374K -1,904 -4%
Asset Management One
159
Asset Management One
Japan
$9.01M -$983K -4,992 -10%
CJL
160
Cyrus J. Lawrence
New York
$8.95M +$16.4K +83 +0.2%
National Bank of Canada
161
National Bank of Canada
Quebec, Canada
$8.88M +$1.14M +5,792 +15%
Schroder Investment Management Group
162
Schroder Investment Management Group
United Kingdom
$8.76M -$6.54M -33,211 -43%
MCM
163
Mattern Capital Management
Colorado
$8.74M -$35.9K -182 -0.4%
CGPCS
164
Capital Group Private Client Services
California
$8.73M -$125K -634 -1%
BAM
165
Bell Asset Management
Australia
$8.72M +$899K +4,564 +11%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$8.4M -$1.6M -8,143 -16%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$8.27M -$4.26M -21,606 -34%
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$8.17M +$2.37K +12 +0%
MAM
169
Meeder Asset Management
Ohio
$8.16M +$7.02M +35,658 +620%
SMP
170
Santa Monica Partners
Florida
$8.04M
RAM
171
Resona Asset Management
Japan
$7.99M -$430K -2,180 -5%
SO
172
STRS Ohio
Ohio
$7.98M +$850K +4,314 +12%
MGWM
173
Marks Group Wealth Management
Minnesota
$7.98M -$216K -1,095 -3%
GIA
174
GHP Investment Advisors
Colorado
$7.89M +$352K +1,787 +5%
TW
175
Transform Wealth
Colorado
$7.86M +$126K +636 +2%